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Triune Financial Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Triune Financial Partners’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.11M Buy
8,696
+89
+1% +$20.7K 0.44% 15
2026
Q1 		$1.87M Sell
8,607
-94
-1% -$21K 0.44% 16
2025
Q4 		$1.94M Sell
8,701
-398
-4% -$83.3K 0.45% 15
2025
Q3 		$1.9M Sell
9,099
-4
-0% -$818 0.48% 14
2025
Q2 		$1.78M Sell
9,103
-108
-1% -$20K 0.49% 14
2025
Q1 		$1.72M Sell
9,211
-294
-3% -$58.1K 0.54% 10
2024
Q4 		$1.88M Sell
9,505
-71
-0.7% -$14.6K 0.59% 10
2024
Q3 		$1.92M Sell
9,576
-370
-4% -$71.1K 0.6% 10
2024
Q2 		$1.82M Sell
9,946
-66
-0.7% -$12.2K 0.62% 10
2024
Q1 		$1.92M Sell
10,012
-578
-5% -$104K 0.67% 10
2023
Q4 		$1.91M Sell
10,590
-420
-4% -$68.6K 0.71% 10
2023
Q3 		$1.76M Sell
11,010
-842
-7% -$141K 0.72% 10
2023
Q2 		$1.96M Sell
11,852
-6
-0.1% -$945 0.8% 10
2023
Q1 		$1.88M Sell
11,858
-420
-3% -$69.5K 0.83% 10
2022
Q4 		$1.95M Sell
12,278
-621
-5% -$98.9K 0.92% 10
2022
Q3 		$1.85M Sell
12,899
-45
-0.3% -$7.15K 1.04% 9
2022
Q2 		$1.94M Buy
12,944
+43
+0.3% +$7.05K 1.04% 9
2022
Q1 		$2.27M Sell
12,901
-174
-1% -$30.3K 1.2% 8
2021
Q4 		$2.34M Buy
+13,075
New +$2.33M 1.19% 8
2021
Q2 		$2.41M Buy
+13,887
New +$2.41M 1.97% 7

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Triune Financial Partners's VBR Position: Q2 2026 in Review

Triune Financial Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1% in Q2 2026, buying an estimated $20.7K and bringing the position to 8,696 shares worth $2.11M. The position accounts for 0.44% of the portfolio, ranked #15.

Triune Financial Partners first reported a position in VBR in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.41M in Q2 2021. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Triune Financial Partners held 8,696 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.11M as of Q2 2026.
  • Triune Financial Partners bought 89 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $20.7K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.44% of Triune Financial Partners's portfolio in Q2 2026, its #15 holding.
  • Triune Financial Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
  • Triune Financial Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.41M in Q2 2021.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.